2023-09-15T12:02:07-05:00 2022-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-01-01 651265522 NORTHERN CALIFORNIA ALLIED TRADES NORT 5104289486 PO BOX 4068 WALNUT CREEK CA 94596 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 5104289486 2023-09-13 1 JEANNIE SIMPELO 999009999 0 JENNIFER Z IWATA P01310188 9166466464 2023-09-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JEANNIE SIMPELO PO BOX 4068 WALNUT CREEK CA 94596 1511887 0 X WWW.ALLIEDTRADES.ORG X 2005 CA IMPROVE, PROMOTE, AND DEVELOP THE PAINTING, DECORATING, GLAZING AND ALLIED INDUSTRIES. 7 6 6 6 0 0 0 0 814431 1511484 3 -3031 0 0 814434 1508453 0 0 0 0 487232 618775 0 0 0 361935 606651 849167 1225426 -34733 283027 168752 537779 31907 117907 136845 419872 X THE ORGANIZATION'S MISSION IS TO ACT AS AN UMBRELLA TRADE ORGANIZATION FOR ITS MEMBERS AND COORDINATE EDUCATION, TRAINING, RESEARCH, DESIGN SPECIFICATIONS, NEGOTIATION, CONSTRUCTION MAINTENANCE AND PROMOTION. MEMBER ASSOCIATIONS INCLUDE NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS ASSOCIATION (NCPFC) AND NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION (NCGMA). 0 0 THE GOLF TOURNAMENT BRINGS ALL PAINTING AND GLAZING CONTRACTORS, VENDORS, AND CLIENTS IN NORTHERN CALIFORNIA TOGETHER TO SHARE IDEAS FOR PROMOTING THE PAINTING AND GLASS INDUSTRY. SEMINARS BUILD RELATIONS BETWEEN LABOR AND MANAGEMENT TO CHANGE THE CULTURE, EDUCATE, PROMOTE, AND ADVOCATE FOR THE UNION PAINTING AND GLAZING INDUSTRY. TRUST FUNDS MANAGEMENT - LABOR MANAGEMENT COOPERATIVE COMMITTEE. AS PER THE CBA, MANAGEMENT AND LABOR AGREE TO MEET TO DISCUSS ISSUES CONCERNING RELATIONS BETWEEN LABOR AND MANAGEMENT. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 6 1 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X JEANNIE SIMPELO 5104289486 PO BOX 4068 WALNUT CREEK CA 94596 MARK DUTROW PRESIDENT 1.00 1.00 X X 0 0 0 JOHN MAGGIORE VICE PRESIDENT 1.00 1.00 X X 0 0 0 SAL MADRIGAL SECRETARY 1.00 1.00 X X 0 0 0 CHRIS BAGATELOS DIRECTOR 1.00 1.00 X 0 0 0 JORDAN SATRAP DIRECTOR 1.00 1.00 X 0 0 0 DENNIS THOMPSON CFO 1.00 1.00 X X 0 0 0 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 40.00 2.00 X X 267500 0 35149 BROOKE E FISHEL DIRECTOR OF LABOR RELATIONS AND COMMUNICATIONS 40.00 0.00 X 123300 0 4612 390800 0 39761 1 0 1 0 MARKER SEVEN INC 1935 LAWTON STREET SAN FRANCISCO CA 94122 CRM DATABASE/WEBSITE 233804 1 COST SHARING REIMBURSE 900099 1462484 1462484 STAR GRANT 900099 49000 49000 1511484 7 7 396 3434 -3038 -3038 -3038 1508453 1511484 0 -3031 302649 248978 10505 24440 32203 6543 50795 72979 84202 30620 75181 12651 32783 4727 36069 PROGRAM EXPENSE 200101 1225426 46149 286163 7441 7415 220 144 2489 2679 260373 54516 12029 205857 100424 35521 168752 537779 7366 79566 3263 3762 21278 34579 31907 117907 X 0 0 0 0 136845 419872 136845 419872 168752 537779 283027 0 X 0 0 0 260373 54516 205857 205857 DUE FROM NCGMA 10008 DUE FROM NCPFC 9963 DUE FROM HORTON 15550 35521 ACCRUED RETIREMENT AND VACATION 34579 34579 X 0 0 0 JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 250000 0 17500 0 0 0 10000 0 25149 0 302649 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN UMBRELLA TRADE ASSOCIATION WHOSE MEMBERS ARE LIMITED TO TRADE ASSOCIATIONS SERVING THE PAINTING AND FINISHING INDUSTRY, THE GLAZING INDUSTRY AND RELATED INDUSTRIES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERSHIP ELECTS DIRECTORS TO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOLVE THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY OUR CPA FIRM AND THEN REVIEWED AND DISCUSSED IN DETAIL BY MANAGEMENT TO ENSURE THAT THE INFORMATION IS COMPLETE AND ACCURATE. THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ANSWER ANY QUESTIONS THAT MAY COME UP DURING THE PREPARATION PROCESS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING AND THE GOVERNING BOARD OR COMMITTEE SHALL MEET TO DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. ANNUALLY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON 1) HAS RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER AND PRESIDENT OF THE BOARD, AND IS APPROVED BY THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER PROVIDES DATA FROM WEBSITES TO PROVIDE COMPARABLE CEO AND EXECUTIVE DIRECTOR SALARIES AND BENEFITS AND SHARES THEM WITH THE BOARD PRESIDENT. IT IS THEN DOCUMENTED AND THE NCAT BOARD PRESIDENT PRESENTS TO THE REST OF THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION PO BOX 4068 WALNUT CREEK CA 94596 680555855 LABOR AND MGMT RELATIONS CA 501(C)(6) N/A 0 NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS INC PO BOX 4068 WALNUT CREEK CA 94596 680480737 PROMOTING ECONOMIC WELFARE OF MEMBERS BY IMPROVING PAINTING & CONTRACTING CA 501(C)(6) N/A 0 5677 HORTON STREET LLC PO BOX 4068 WALNUT CREEK CA 94596 593818259 RENTAL REAL ESTATE CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION Q 731282 AGREED UPON COSTS NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS INC Q 731282 AGREED UPON COSTS SCHEDULE R, PART V, PAGE 3, QUESTION 2, SUBPART (1)-(6) NORTHERN CALIFORNIA ALLIED TRADES PROMOTES AND DEVELOPS THE PAINTING, DECORATING, GLAZING AND ALLIED INDUSTRIES. THIS INCLUDES PERFORMING MEMBER EVENTS AND ORGANIZATIONAL ACTIVITIES THAT FURTHER THE EXEMPT PURPOSE OF BOTH THE NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION AND THE NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS, INC. SHARED COSTS AND SERVICES ARE MUTUALLY AGREED ON BY BOTH NCAT AND NCGMA, ANNUALLY. EITHER PARTY HAS THE OPPORTUNITY TO WITHDRAW FROM THIS AGREEMENT FOR ANY REASON.